Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Principal SmallCap Value II R6 Principal 0 in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE RUHLIN COMPANY THE RUHLIN COMPANY RETIREMENT SAVINGS PLAN | SHARON CENTER OH | 122 | $21.1M | $658K |
| 2 | GSC ENTERPRISES, INC GSC ENTERPRISES, INC 401(K) PLAN | SULPHUR SPRINGS TX | 697 | $55.2M | $494K |
| 3 | SCIENS BUILDING SOLUTIONS, LLC SCIENS BUILDING SOLUTIONS 401(K) PLAN |
PLEASANTON CA |
| 1,901 |
| $73.4M |
| $396K |
| 4 | PHYSICIAN'S COMPUTER COMPANY PHYSICIAN'S COMPUTER COMPANY 401K PS PLAN | WINOOSKI VT | 113 | $21.7M | $321K |
| 5 | LUKOS, LLC LUKOS, LLC 401(K) PLAN | TAMPA FL | 231 | $8.7M | $169K |
| 6 | INNOVATIVE SOLUTIONS & SUPPORT, LLC I S & S 401(K) PLAN | EXTON PA | 120 | $14.5M | $135K |
| 7 | DURATECH INDUSTRIES DURATECH INDUSTRIES RETIREMENT PLAN | LA CROSSE WI | 266 | $12.4M | $126K |
| 8 | LAVAZZA NORTH AMERICA, INC. LAVAZZA PROFESSIONAL NORTH AMERICA, LLC 401K PLAN | WEST CHESTER PA | 380 | $35.2M | $118K |
| 9 | NORTH AMERICAN HERITAGE SERVICES, INC. NORTH AMERICAN HERITAGE SERVICES 401(K) PLAN | LEXINGTON KY | 123 | $15.2M | $116K |
| 10 | BARRY ISETT & ASSOCIATES, INC. BARRY ISETT & ASSOCIATES INC 401(K) PS PLAN | ALLENTOWN PA | 238 | $23.4M | $106K |
